Field Service Manager Client Segments Vice President Wealth Management

About Us

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firms employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Field Service Team Manager will provide onsite leadership to a department comprised of employees who are responsible for creating and administering learning and development content, preparing metrics and analysis for various business functions and approving transactions on behalf of Wealth Management branches such as employee travel and client entertainment reimbursable costs and client asset movement requests. This manager will work closely with the onshore manager, leveraging their specialized expertise and providing essential supervision for certain functions. The role will report directly to the Head of WM Client Segments India.

Responsibilities

• Key responsibilities may include but will not be limited to the following.
• Provide onsite leadership to team members within department, including regular performance and career conversations.
• Recruit and onboard new team members as needed.
• Build key relationships with business partners onsite and onshore, specifically leadership counterparts.
• Ensure team members adhere to policies and written supervisory procedures associated with their functions.
• Optimize efficiency and productivity within the team and share opportunities to improve with business partners (e.g., technology improvement opportunities) .
• Ensure team members are meeting performance and quality objectives.
• Complete various projects and/or assignments as needed.
• Stay current on all policies and procedure changes.
• Drive employee engagement and a culture of teambuilding and inclusion.
  
  

Education And Experience

• High School Diploma/Equivalency.
• College degree preferred.
• 10-15 years of work experience in a field relevant to the position preferred.
  
  

Knowledge/Skills

• Evidence of strong leadership capabilities or previous supervisory experience.
• Excellent interpersonal and client service skills.
• Effective problem solver.
• Strong communication skills, written and verbal.
• Detail orientated with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment across multiple time zones.
• Adaptable and ability to multitask.
• Goal oriented, self-motivated and results driven.
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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